Ross Mason Peterson

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 02/2020
  Allstate Insurance Company
  Northbook, IL
• 03/2020 → 04/2021
  Crump Life Insurance Services
  Charlotte, NC
• 03/2020 → 04/2021
  P.J. Robb Variable, Llc
  Charlotte, NC
• 04/2021 → 04/2021
  Self-Employed
  Charlotte, NC
• 07/2022 → 08/2025
  Fidelity Investments
  Charlotte, NC
• 08/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2021 → 07/2022
  Fidelity Investments
  Charlotte, NC
• 02/2020 → 03/2020
  P.J. Robb Variable, Llc
  Charlotte, NC
• 02/2020 → 03/2020
  Crump Life Insurance Services
  Charlotte, NC

Previous Registrations

• 2025-03-31 → 2025-08-06
  Strategic Advisers Llc
  Charlotte, NC
  Jacksonville, FL
  Charlotte, NC
  Boston, MA
• 2021-06-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-10-02 → 2020-02-10
  Allstate Financial Advisors, Llc
  Woodridge, IL

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHICAGO, IL NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 10/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-02
• S63 Uniform Securities Agent State Law Examination
  2003-10-29

Other Names

• Ross Peterson
• Ross Peterson
• Ross M Peterson
• Ross M. Peterson